+46,277.0%
AAPL vs ISRG
+17,287.3%
+28,989.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -0.2% |
| 7D | -2.7% | -5.2% | +2.4% | -1.6% |
| 30D | +1.0% | -7.6% | +8.6% | +2.7% |
| 3M | +5.0% | -16.4% | +21.3% | +8.5% |
| 6M | +23.0% | -28.6% | +51.6% | +31.5% |
| YTD | +16.6% | -38.2% | +54.8% | +28.6% |
| 1Y | +33.4% | -25.5% | +58.9% | +40.4% |
| 3Y | +79.9% | +17.4% | +62.5% | +69.5% |
| 5Y | +109.0% | -3.0% | +112.0% | +102.9% |
| 10Y | +1,210.4% | +356.0% | +854.5% | +845.9% |
| All | +46,277.0% | +17,287.3% | +28,989.8% | +16,269.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ISRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling